Rules

Hi,Is there any way to manipulate a workflow profile or create a new one using a business rule? If not, any way to extract / load xml in a BR? Can't find anything that would help me while browsing the api.

Hi Everyone. I am creating a CSV file with the information from a datatable. The problem is that it generates the file with the columns but without the datatable information. I wanted to know if there is another way to create a CSV file correctly. Dim strFilePathFull_AllocationDetails As String = strFilePath & "/" & strModelName & "_" & strScenarioName & "_" & strTimeName & "_" & dtAllocationDetails.TableName & ".csv" Dim xfeFile_AllocationDetails As XFFileEx = dtbSH.DataTableToFile(si, dtAllocationDetails, strFilePathFull_AllocationDetails, Nothing) And my function: Public Function DataTableToFile(ByVal si As SessionInfo, ByVal dt As DataTable, ByVal strFilePath As String, ByVal listColToSkip As List(Of String), ByVal Optional strSeparator As String = ",") As XFFileEx Dim strDt As String = Me.PrintDataTable(si, dt, strSeparator, 0, False, listColToSkip, """") Dim bytes() As Byte = System.Text.Encoding.UTF8.GetBytes(strDt) Dim fileinfo As New

Hi All,I am trying to run a business rule through Data Management step but getting attached error. Can anybody help me how to run the business rule from Data Management?I am also disclosing the error message belowError processing Data Management Step 'Data_Buffer_Practice'. User 'Muhammad Zubair' is not a member of the 'Actual' scenario's Manage Data Group. 

Hi,I have a Custom Calc rule called by a data management step and I am experiencing a weird behaviour. I know there is data in Actual 2023M6, and I can get that data when running the data management step from either Actual 2023M12 or MF7 (name of another scenario) 2023M6, changing the GetDataBufferUsingFormula appropriately, but not from MF7 2023M12. I'll post the details below. 

Dear community. I have a use case where I need to sul up data from 2 different entities and apply a ratio on it. For this, I would like to use a data buffer. However, the data buffer typically only run on a data unit hence 1 entity at a time. So I created a data management job dat would run on these 2 entites, and I wanted to use a Globals object along with this data buffer so that I could store data from these 2 entities into a single data buffer. However, I'm not sure if it's the right way to do it ? Is there a way for a data buffer to take data from 2 entities ? Or, if I use a globals object with a data management sequence, is the Globals object persisting when running on 2 different entities ? Many thanks for your anticipated feedbacks ! Regards,

When i tried copying the data from one cube to another cube using Eval function with Buffer [Calculate(formula, onEvalDataBuffer, userState)], the data got copied at the base level but as soon as i consolidated it, the data got cleared from the same destination intersections.On checking the cell status of the destination cell (intersection), i found that the storage type is Calculation Whereas, if we use api.Data.Calculate(formula, isDurableCalculatedData), the storage type is DurableCalculation, and consolidation works fine after using this Calculate function.We do we have a boolean parameter to set the DurableCalc as True or False in the api.Data.Calculate(formula, isDurableCalculatedData) function, but i didn't see any such parameter or setting for Buffers [Calculate(formula, onEvalDataBuffer, userState)].How can i make the StorageType as Calculation to DurableCalculation for Buffers, so that the values doesn't disappear after consolidation ?   

Hi All,I am trying to extract data from cube view using FdxExecuteCubeView function and load the result back to cube through a connector. However, when I execute the workflow dataload, a "No valid DataKeys (Scenario / Time)" error occurred. I checked the log, it pointed out to be "Non-Numeric Amount ..................... 4" error On the log, I am able to see the data I extracted as this :4: Cube1, 568123, , Local, Budget, 2023, Periodic, 702151, None, BeforeAdj, None, 500100, None, None, None, None, None, None, None, 959.799999996It seems that the data was pulled right, but just the amount cannot be recognized as numeric dataOn Data Source, I did map "Amount" to the "Amount" column. I am not sure why 959.799999996 is not considered as an amount? Here is the mapping.   Here is the Rule itself. Case Is = ConnectorActionTypes.GetFieldList'Return Field Name ListDim timeMemfilter As String = "T#2023"Dim isTimePivot As Boolean = FalseDim useGenericTimeColNames A

We are currently using something like this to pull in the Global Time on the email we send out after the automationDim gTime As String = BRApi.Workflow.General.GetGlobalTime(si) This works just fine, however we would like to also have the option to load by wf which works we just cant get the wf time to show up on the email. I cant find the syntax like I did Global TimeThoughts? Thanks!

I need to be able to write a confirmation rule that checks for nodata vs a value of zero.   Can someone help with the syntax I have this - Dim cellstatus As DataCellStatus = api.Data.GetDataCell("Cb#CimpressConsol:P#TotCimpress:C#Local:S#Actual:V#YTD:A#BS_NoMap:F#EndBal:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#None:U7#None:U8#None").cellstatusbut I dont know how to build the If to check on the result. 

Hi,We are using the following when we send out the automated email, and it works just fine. However is there a way to include the application name in the email? Reason being we would like the users (some who have access to Dev etc to be able to decipher from production application. BRApi.Utilities.SendMail(si, "OneStreamEmail", toEmail, "SAP Load Automation Errors in: " & gTime, "Please see the attachment for error details.", attachments)Thanks!

Hi there,I'm seeking assistance with a specific requirement. I need a business rule to operate as follows: upon initial execution, it should function normally. However, if a user attempts to run it again, there should be a designated wait time before the next execution.For instance, if I initiate the business rule at 16:00, it should not be possible to trigger it again until 19:00, ensuring a 3-hour interval.To implement this, I intend to leverage the Task Activity Log Start Time. I'm using OS 6.3Any guidance on achieving this would be greatly appreciated.

Hi All,  For a client i've created a SQL script that generates a datatable that i want to save to a .csv file. This works as expected via        BRApi.Utilities.SaveFileBytesToUserTempFolder(si, si.UserName, sFileName, fileBytes)       From this location i can present the file to the user from the dashboard button that is generating the export. However, this file is big and the user settings (of some users) change the number formatting of the export. Therefore i want to export the file directly to the shared folder (which is easy for the user to access from the front end:   I've tried all options within brapi.FileSystem but cannot find the proper syntax to save this file directly. The 'issue' is currently solved by storing this file in the user temp folder, then copying it over to the shared folder (via another article on this forum) but that touches the file twice so preferably i want to save the file directly from the fileBytes (that is a

Hello,Is there an event handler or dashboard extender rule that could be used to stop a user from completing a workspace if certain steps are not completed first? I have a workspace that needs to be completed, but only after the import, journals and certain forms are completed first. We don't want to lock the workspace, rather when they go click the "Complete Workspace" button it gives an error message that they need to finish the other steps first. Thank you!

I have application which has 47 entities and users who have Entity wise rights to upload TB/Reclass and Cube views. So far Admin is downloading TB  manually (using view source document) by going through Entity.  Now I want to download TB and Reclass files through some business rules (if possible to be schedule to run once in Month) or some procedure for all entities using user who has administrative privilege.   Thanks all in advance for your help. Regards, Yashwant

I am trying to get the Text1 field value using a Business Rule and put this value in a cube view that is being used as Form. Does anyone have done this before? Is it possible to get the Text1 value from the Workflow Profile using BRApi? Thanks for the help.  

Is there a setting on the component or even a business rule that allows you to uncheck/unselect/reset a combo box to its original state? I would like it to reset and check the top member or a default member. I don't want all parameters on my dashboard reset just a specific combo box with the click of a button.

Good afternoonI'm writing an extender rule to move some files within the application database file system and am using the following line of codeDim xffProcessData As New XFFile(xfiTargetDataInfo, String.Empty, xfeSource.XFFile.ContentFileBytes)I've highlighted the parameter that I am querying - if I hover over XFFile it says it is "xmldata As String". The process works fine in the example given, but I am curious what could be used in that xmldata parameter - what is it?Thank you!Craig

Hi,I have created a dashboard extender business rule that picks some CSV files from a server, save them in the File Share, extract some info from the file, then delete them.The issue I am having is to find the right folder to use to import and then delete the files.I initially used the Administrators folder in the File Share/Applications/Groups folder, but that folder is not visible to the not in the Administrators group, so the rule works fine for me but not for other users.Then I have tried using the Incoming folder, which let me import the files, but does not let me delete the files.Each folder in the File Share seems to have a different set of security properties, but that is not shown in the File Explorer. What is the purpose of each of the folders in the File Share (is each of them supposed to be used for a specific task?) and which one is better to use for my scope?Thank you 

I am trying to get a stored value in Text1 from an Entity relationship:This is the code that at least does not give me an error when it executes but it does not return the Text1 value.Dim myScenarioID As Integer = brapi.Finance.Members.GetMemberId(si, DimType.Scenario.Id, "Actual")Dim myScenarioType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si, myScenarioID)Dim myTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, "2021M6")Dim myEntityID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVEntity)Dim myParentID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVParent)' Get relationship Dim relationship As Relationship = BRApi.Finance.members.ReadRelationshipNoCache(si, DimType.Entity.Id, myEntityID, myParentID)' Get the propertiesDim memProperties As New VaryingMemberProperties( DimType.Entity.Id, myEntityID, myParentID )' Get the stored valueDim Text1Value As String = memProperties.GetEntityRelationshipProperties().Text1.G

Hello,Im wondering if there is a way to hardcode a fieldtoken value when loading data from a csv. For example, I am using the below code:Dim fieldTokens As New List(Of String)fieldTokens.Add("xfText#:[Account]")fieldTokens.Add("xfText#:[Entity]")fieldTokens.Add("xfText#:[Amount]")fieldTokens.Add("xfText#:[EmpID]") '<-- Want to hardcode this to '99999'BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, .......)But I want to hardcode the results of EmpID to value '99999' before I execute the 'LoadCustomTableUsingDelimitedFile' command.  Any help on this would be much appreciated! 

Hi, Is it possible to pop up a message to all the active users of an application through a business rule? When the data load starts, we want to pop up a message that the process as started. Ragav.

I currently have a UD8 that pulls the current timestamp anytime a user updates an intersection and it works just fine. The issue I am having is that when I run a calculation to push an amount to an intersection, there is no audit trail for that. Is there a table where this calculated audit information is stored? I haven't been able to find anything and I would think that OneStream should be able to track the audit trail of calculated members.

Hey,So I have built a flow to push data from one scenario to another by pressing a dashboard button which start a data management job that execute a extender business rule.The extender business rule is executing import, validate and load with the file created through the referenced data management export data step/sequence. The export data step is using a literal parameter in UD1 that is being set before pushing the dashboard button.Above UD1 selection makes it possible to only push/seed data to the other scenario for just a portion of the total data. Over time there will be up to 10 button executions to push all data in UD1 to target scenario.  Everything works fine for me except replacing data in destination scenario/workflow. Currently I use .append in order to load all 10 UD1 areas to one import step in destination workflow/scenario. If the user in this case whould press the button for the same UD1 selection a second time, I would have the data twice. What I wou

Hi,I am in a custom business rule. I have a calculate formula like the following one, which works fine:api.Data.Calculate("A#Sales1 = A#Sales2 + 50”) Now let say I want to declare a variable instead of having the 50 typed in the formula string, and pass that to the Calculate, what is the correct syntax to do that? Is it possible?I would like to do something like this (the one below is not the correct syntax, but it gives an idea of what I am trying to do):Dim Growth As Decimal = 50api.Data.Calculate("A#Sales1 = A#Sales2 + Growth”) Thank you 

Hi All,  I have a combo box that is in the main dashboard called cb_OnMaindash. The combo box has a parameter linked to it (i.e., a bound parameter) this is delimited list parameter called dl_ComboBox_param. The display items (dash1, dash2, dash3, dash4) and value item (Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4).  These value items are actual dashboard that I am trying to pull when ever a user selects a specific item from the combo box. Parametername: dl_ComboBox_paramparameter type: delimited listdisplay items: dash1, dash2, dash3, dash4value items: Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4Combo BoxName: cb_OnMaindash   The issue is when i am testing this and select dash1 the dashboard is loaded but the item displayed on the combo box is wrong for example it would display Dash3 instead of Dash1. same thing if I were to select Dash2 and it will either display Dash1 or Dash3. it will only update the selected item if I click